In this article, we value Alexandria Real Estate Equities, Inc. ( ARE ) using three different perspectives. The first perspective is that of a well-funded investor capable of purchasing the entire company. We then consider the value ofI am a CFA charterholder and a CIPM certificant. Professionally, I assist firms comply with the Global Investment Performance Standards (GIPS). The GIPS Standards has to do with how investment performance is calculated and presented by asset managers, pension funds, endowments ...

Alexandria Real Estate Equities ( ARE ) dividend yield of 7.3%, looks to be well-covered assuming that the company’s occupancy does not fall further. However, business momentum is weak, and political uncertainty is impacting both theI hold a Master's in Accounting, am a small business owner, and am an assistant investing educator for beginning and intermediate individual investors. My investing analysis focus is on identifying and developing deep knowledge of great businesses. I have helped manage businesse ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Every morning I start the day by reading the newspapers. Multiple ones, because I want to avoid getting into an "information echo chamber." Previously, you could skip a day and not miss anything noteworthy. ButI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a possible mean ...

Alexandria Real Estate Equities (ARE) Q1 2025 Earnings Call April 29, 2025 08:44 PM ET Speaker0 Good day, and welcome to the Alexandria Real Estate Equities First Quarter twenty twenty five Conference Call. All participants will be in the listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Paula Schwartz. Please go ahead. Speaker1 Thank you, and good afternoon, everyone. This conference call contains forward looking statements within the meaning of the ...

Investors were bearish on the equity of Alexandria Real Estate Equities (ARE -5.68%) throughout Tuesday's trading session. After the office space-focused real estate investment trust (REIT) reported its latest quarterly results, its stock fell and continued to wallow. It closed the day almost 6% lower in price. Meanwhile, the benchmark S&P 500 (^GSPC 0.58%) crawled 0.6% higher. Flipping into the red The company missed badly on the bottom line; analysts tracking Alexandria's stock were anticipating a profit ...

Take advantage of the currently offered discount on annual memberships and give CIP a try. The offer comes with a 11-month money guarantee , for first time members.Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.On our previous coverage of Alexandria Real Estate Equiti ...

Financial Data and Key Metrics Changes - Total revenues increased by 4% and adjusted EBITDA rose by 5% for Q1 2025 compared to Q1 2024, after excluding the impact of dispositions completed since the beginning of 2024 [38] - FFO per share diluted as adjusted was $2.30 for Q1 2025, with collections remaining high at 99.9% [39][40] - Same property NOI decreased by 3.1% but increased by 5.1% on a cash basis for the quarter [42] Business Line Data and Key Metrics Changes - The company reported 1,030,553 square feet leased in Q1 2025, with rental rate increases for renewed and released space averaging 18.57.5% on a cash basis [31][40] - The average lease term was strong at 10.1 years, with 75% of annual rental revenue coming from collaborative mega campuses [40] - The development pipeline for 2025 and 2026 is expected to add approximately $171 million in annual NOI by the end of 2026 [29] Market Data and Key Metrics Changes - The life science industry continues to face a massive unmet medical need, with nine out of ten diseases lacking approved therapies [20] - U.S. headquartered companies account for 55% of global biopharmaceutical R&D investment [21] - The demand for innovation in the life science sector remains strong, with drug approvals moving forward [14] Company Strategy and Development Direction - The company aims to reinforce its position in the biotech sector by focusing on its mega campus strategy and maintaining strong relationships with tenants [7][39] - Alexandria is committed to capturing and retaining strong tenants while deepening relationships with current tenants to position the portfolio for future growth [26] - The company is strategically disposing of non-core assets to fund high-quality development and redevelopment projects [35] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the macroeconomic environment, noting that the demand for life science innovation remains robust despite challenges [19][26] - The company is focused on aligning with innovative and disruptive companies to capture future growth opportunities [64] - Management highlighted the importance of maintaining a strong balance sheet and liquidity to navigate challenging market conditions [49] Other Important Information - The company has a conservative FFO payout ratio of 57% and an attractive dividend yield of 5.7% as of the end of Q1 [51] - Alexandria's balance sheet ranks in the top 10% of all publicly traded U.S. REITs, with a long weighted average remaining debt term [48][49] Q&A Session Summary Question: Is the new guidance a worst-case scenario regarding the biotech market? - Management clarified that the guidance reflects their best estimate based on current facts, not specifically a worst-case or best-case scenario [55] Question: Is the current pace of leasing within private biotech sustainable for 2025? - Management indicated that venture funds still have significant capital to deploy, and while they are being judicious, strong companies continue to receive funding [58][59] Question: What does "doing the right thing at the worst time" mean for Alexandria now? - Management emphasized the importance of aligning with innovative companies and continuing to develop mega campuses, viewing current market conditions as an opportunity rather than a setback [64][65] Question: What is the potential for adjustments in capitalized versus expense interest this year? - Management stated that the current estimate for capitalized interest is their best guess, with good visibility for the remainder of the year [66] Question: How is the capital markets environment affecting dispositions? - Management noted a healthy demand for land in prime locations and a strong buyer pool for non-core assets, indicating confidence in completing dispositions [70][72]

Alexandria Real Estate Equities (ARE) reported $758.2 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 1.4%. EPS of $2.30 for the same period compares to $0.97 a year ago. View all Key Company Metrics for Alexandria Real Estate Equities here>>> The reported revenue compares to the Zacks Consensus Estimate of $749.53 million, representing a surprise of +1.16%. The company delivered an EPS surprise of +0.88%, with the consensus EPS estimate being $2.28. Shares of A ...

Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.30 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to FFO of $2.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 0.88%. A quarter ago, it was expected that this life science real estate company would post FFO of $2.39 per share when it actually produced FFO of $2.39, delivering no surprise.Over the las ...